Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$5,786,831 |
104,758 |
+24.8%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$4,526,504 |
83,933 |
-8.4%
|
Shares |
Sole |
2025-11-12 |
| 2025-03-31 |
$4,753,366 |
91,640 |
-25.6%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$6,543,809 |
123,166 |
+2.3%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$6,139,043 |
120,397 |
+110.8%
|
Shares |
Sole |
2024-11-19 |
| 2024-06-30 |
$2,684,311 |
57,113 |
-41.8%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$4,428,730 |
98,111 |
-24.4%
|
Shares |
Sole |
2024-05-15 |
| 2023-12-31 |
$5,962,724 |
129,822 |
+66.7%
|
Shares |
Sole |
2024-02-15 |
| 2023-09-30 |
$2,843,276 |
77,898 |
-10.8%
|
Shares |
Sole |
2023-11-07 |
| 2023-06-30 |
$3,294,539 |
87,342 |
+60.5%
|
Shares |
Sole |
2023-09-20 |
| 2023-03-31 |
$2,046,472 |
54,413 |
+83.2%
|
Shares |
Sole |
2023-05-04 |
| 2022-12-31 |
$1,346,824 |
29,705 |
+53.0%
|
Shares |
Sole |
2023-02-13 |
| 2022-09-30 |
$901,926 |
19,413 |
-4.0%
|
Shares |
Sole |
2022-11-03 |
| 2022-06-30 |
$810,659 |
20,221 |
-61.7%
|
Shares |
Sole |
2022-08-12 |
| 2022-03-31 |
$2,458,878 |
52,743 |
-21.5%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$3,368,013 |
67,199 |
+72.9%
|
Shares |
Sole |
2022-02-23 |
| 2021-09-30 |
$1,994,471 |
38,871 |
+41.6%
|
Shares |
Sole |
2021-11-09 |
| 2021-06-30 |
$1,278,988 |
27,452 |
-54.6%
|
Shares |
Sole |
2021-08-13 |
| 2021-03-31 |
$3,013,539 |
60,525 |
+89.1%
|
Shares |
Sole |
2021-05-13 |
| 2020-12-31 |
$1,436,833 |
32,015 |
-7.9%
|
Shares |
Sole |
2021-02-11 |
| 2020-09-30 |
$937,315 |
34,754 |
-15.0%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$1,174,059 |
40,908 |
+99.5%
|
Shares |
Sole |
2020-08-12 |
| 2020-03-31 |
$510,884 |
20,501 |
—
|
Shares |
Sole |
2020-05-13 |
